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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,015 | $108,912+81.8% | $100,383+97.3% | $145,959+35.7% |
| Participation rate | 36.8% | 83.0%-46.1pp | 81.5%-44.7pp | 80.3%-43.4pp |
| Annual return | 18.35% | 57.96%-39.6pp | 49.26%-30.9pp | 561.95%-543.6pp |
| Employer contribution / active EE | $0 | $4,423-100.0% | $3,944-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,212 | $8,451-73.8% | $8,086-72.6% | $6,689-66.9% |
| Admin fee / account holder | $11,875 | $9,690+22.6% | $7,900+50.3% | $13,398-11.4% |